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Director - Financial Aid

Charlotte, NC, United States
Job ID: 8865
Job Family: Director/AVP (Dept Head)
Status: Full Time
Shift: Day
Shift Details: Regular
Department Name: 55511016844259-Student Services
Location: Charlotte - 2110 Water Ridge Pkwy


The Director of Financial Aid, responsible to the dean of student affairs and enrollment management, coordinates and awards Title IV federal student aid funds and various other forms of financial assistance to the student population of Carolinas College of Health Sciences (CCHS). The director also serves as the Title IV compliance officer and VA certifying official. Duties include managerial responsibility for the entire process of awarding student aid funds from the application stage through the eventual withdrawal or graduation of each student enrolled in the college. The director prepares student budgets, conducts needs analyses, monitors file compliance, awards funds, reconciles disbursements and monitors federal funds account balances. The director is responsible for compliance with federal policy, regulations, and accreditation standards. Prior Financial Aid experience in an academic setting is required for this position.


  • Promotes the College’s core values and standards of excellence through respectful communication, maintenance of a safe and professional environment, synergistic partnership with those we serve, and anticipation of students’, colleagues’ and customers’ needs.
  • Contributes to the development and revision of and adheres to policies and procedures.
  • Assumes responsibility for own actions.
  • Serves as a role model and/or mentor to students and teammates.
  • Projects a professional image in dress, speech and behavior including demonstrating respect for others.
  • Represents the program and college in a positive manner.
  • Maintains appropriate confidentiality in all aspects of job performance.
  • Provides accessibility to students and teammates by maintaining office hours and communicating in a timely manner.
  • Serves as an advisor to support student success.
  • Participates in college functions (e.g., teammate/departmental meetings, new student orientation, graduation) as appropriate.
  • Engages in active college committee work to include advising student clubs or organizations (waived for PRN teammates and those with fewer than 30 assigned hours per week).
  • Fosters beneficial relationships and supports the greater community through service activities.

Directs the student financial aid programs for the student population of CCHS. 

  • Makes literature and information regarding financial programs available to inquiring students.
  • Answers questions regarding student eligibility, application processing, and disbursement schedules.
  • Performs needs analysis to determine student eligibility levels.
  • Creates student budgeting models to arrive at a cost of attendance for eligible students.
  • Awards student aid funds and applies or oversees all financial aid awards to the tuition account of each student.
  • Aggressively orchestrates and adheres to the college loan default management program in order to keep the college default rate at a minimum level.
  • Completes annual Fiscal Operation Report and Application to Participate (FISAP) report of funds awarded and requests funds for future award years. 
  • Directs the student loan process for all programs.
  • Develops and provides consumer information and other correspondence to students regarding financial aid programs (to include CHS loans, and scholarships).  Reviews all literature to assure accuracy of information.
  • Utilizes the various federal electronic programs to process applications, obtain need analysis, and report payment information to the Department of Education.
  • Monitors satisfactory progress of students receiving financial aid.

Maintains the Net Price Calculator for the college website.

  • Responsible for the Gainful Employment reporting of the college.
  • Serves as the VA Certifying Official and completes all required reports.
  • Supervises the Federal Work-study Program.
  • Actively participates and provides information for all audits.

Maintains compliance with Title IV federal regulations and accreditation standards.

  • Updates the financial aid policy manual which lists the official policies of the schools regarding student aid.
  • Continually stays abreast of federal student aid policy revisions and implements changes to the financial aid policies and procedures.
  • Participates in regional and national student aid organizations to gain knowledge regarding student aid administration trends.
  • Conducts periodic internal audits and coordinates an annual external audit of student aid programs to determine compliance with federal regulations.
  • Maintains accurate financial aid records, following policies and procedures which adhere to the Department of Education regulations.
  • Works closely with the student affairs department to notify accepted students of financial aid availability, monitor student withdrawals, and participate in student orientations.

Serves as business office and college team member.

  • Assists with organizing various functions within the college regarding student or financial issues per the directive of the dean of administrative and financial services.
  • Maintains confidentiality as related to student records and college operations.
  • Assists with the development of policies and procedures regarding operational needs of the college and the department.
  • Participates in college committee structure. 
  • Submits budget requests to the dean of administrative and financial services annually.
  • Composes correspondence and reports as needed.
  • Implements recommendations of the IE plan and those of various regulatory agencies, as appropriate.
  • Assesses effectiveness of all aspects of position and develops goals and strategies for improvements.
  • Performs other duties as assigned.

Maintains professional competence, including System- and college-assigned requirements.

  • Possesses and continually develops position-specific knowledge and requirements.
  • Works with manager to identify and schedule needed orientation and/or training related to the position.
  • On an ongoing basis, participates in appropriate continuing education, training offerings or other scholarly activities (e.g., certification training, formal education, membership in professional organizations, conference attendance, presentation or publications).
  • Annually evaluates own job performance and goal attainment.
  • Effectively and appropriately uses computer technology appropriate to position.  
  • Completes relevant training, as required (e.g., annual continuing education (ACE) modules, Title IX and Family Educational Rights and Privacy Act (FERPA) training, Mental health first aid training).
  • Complies with Carolinas HealthCare System clinical requirements (e.g., tuberculosis screening tests, annual influenza vaccination), as required. 


  • Baccalaureate degree required.
  • Strong communication skills, written and verbal.
  • Three years’ experience involving the processing of Title IV federal student aid programs.
  • Computer skills - experience in on-line use of Title IV programs preferred; Microsoft Word, Excel, Outlook and SONIS. 


  • Office work.
  • Majority of time distributed between walking (20%); standing and bending for filing (10%); sitting (65%); lifting files up to 25 lbs. (5%).
  • Responsible for working in a safe manner.


  • Will limit access to protected health information (PHI) and to student information (FERPA protected), to the information reasonably necessary to do the job.
  • Will share information only on a need-to-know basis for work purposes.
  • Access to verbal, written, and electronic PHI and to student information has been determined based on job level and job responsibility within the organization.  Computerized access to PHI and student information for this job has been determined as described above and is controlled via user ID and password.

Supervised by:    Dean of Student Affairs and Enrollment Management
Supervises:    Staff Assistant and Financial Aid/Loan Officer